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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,319 | $31,388-6.6% | $73,550-60.1% | $62,293-52.9% |
| Participation rate | 22.7% | 39.9%-17.1pp | 54.9%-32.2pp | 69.5%-46.8pp |
| Annual return | 17.06% | 25.34%-8.3pp | -15.16%+32.2pp | 28.90%-11.8pp |
| Employer contribution / active EE | $73 | $498-85.3% | $1,219-94.0% | $2,042-96.4% |
| Participant deferral / active EE | $398 | $1,028-61.3% | $1,804-78.0% | $3,169-87.4% |
| Admin fee / account holder | $0 | $299-100.0% | $2,320-100.0% | $479-100.0% |